Original filing (PDF)20251028130242NAL0009862864001

ABBOTT JORDAN AND KOON LLC

Name: ABBOTT JORDAN AND KOON LLC — ABBOTT JORDAN AND KOON LLC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: ABBOTT JORDAN AND KOON LLC

Form 5500-SF

FILING_RECEIVED

ABBOTT JORDAN AND KOON LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$15K

Net assets (EOY)

$5K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ABBOTT JORDAN AND KOON LLC.

Plan sponsor

Name

ABBOTT JORDAN AND KOON LLC

EIN

58-2211147all filings

Address

405 SECOND STREET · MANCHESTER, GA · 31816

Phone

(706) 846-8401

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

KRAINES FINANCIAL INC.

KRAINES FINANCIAL INC. 401K PROFIT SHARING PLAN AND TRUST

$15K · 4 participants

WHOLEHEARTED BOOKKEEPING LLC

WHOLEHEARTED BOOKKEEPING 401(K) PLAN

$15K · 7 participants

MILLSTONE & WEIR, INC.

MILLSTONE & WEIR, INC. 401(K) PLAN

$16K

CORREA, PEARSON AND ASSOCIATES, LLC

CORREA, PEARSON AND ASSOCIATES 401(K) PLAN

$16K · 2 participants

KDI PAYMENTS, LLC

KDI PAYMENTS, LLC - 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.